Filter for Current User

Leann Gibson

Does anyone know the coding to create a filter or report for the current user? I have a report built for many users, I want them to be able to filter on their stuff without having to create a filter for each person.

Andrée Starå

Yes.

If you select is one of you can select Current User in the Values list.

Did that work?

Andrée Starå

Excellent!

Happy to help!

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Andrée Starå

Hi Leann,

Here you go.

View Assigned Tasks from Multiple Sheets

If you are tracking projects in multiple sheets and you want to find items assigned to you or someone else in all of them, you’ll use a report.

To create a report that displays all tasks assigned to you or to someone else:

1. Click Menu (upper-right) > Create New (plus icon) > Create > Report.
2. Name the report (for example, name the report “My Tasks”).
3. In the Report Builder form, do the following:
   • Under Where?, select the sheets that include the tasks that you want to find. 
   • Under Who?, click Assigned To (or select the name of the Contact List column that contains assignees), and then select the name of the person whose tasks you want to view. 
   • 
     
4. TIP: You can also select Current User which will display tasks assigned to the logged in user. This can be handy if you want to share a report that others can use to see tasks assigned to them.

Did that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Leann Gibson

Do you know how to create the filter for Current Users? I tried but cannot get the "has any of" to work. he GPGM column is a Contact List. I need the sheet it filter for them so they get only their items.

Andrée Starå

Yes.

If you select is one of you can select Current User in the Values list.

Did that work?

Leann Gibson

Yep that worked, thanks

Andrée Starå

Excellent!

Happy to help!

✅Remember! Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Michael Chohrach

I was hoping this same feature would work for filters on a report but when the column is defined to "allow multiple contacts per cell" the filter returns zero results even though some rows contain the current user as one of the contacts in the cell. The only workaround I have found is to use the "contains" option instead of the "is one of", but this would then require the creation of multiple copies of the report with a different contact name in the filter so that the report only shows records related to that contact. It would be nice to have a single report that can be used dynamically by each user who is a "contact". Is there any way to accomplish that?

Andrée Starå

Hi @Michael Chohrach

I hope you're well and safe!

Strange!

It should work.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Elizabeth De Rose

https://community.smartsheet.com/discussion/comment/246143#Comment_246143

Can someone advise why "current user" would not appear as a choice in "is one of" selection?

Andrée Starå

Hi @Elizabeth De Rose

I hope you're well and safe!

Make sure that the column is a contact type column.

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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avelasquez1

Is there a way to create a report that filters by Current User? I was able to do it in my sheet but not in the Report of it.

GTigs

I have an "Assigned To" column that is a contact list with 4 contacts and values restricted to those contacts. I'm trying to make an "active tickets" report that filters by Assigned To = Current User so I don't have to make a different report for everyone. When I go to create that filter, no matter what I choose - contains, is equal to, etc - the "Enter Value" box is always a text box and I can't select Current User. Am I doing something wrong?

Andrée Starå

Hi @GTigs

I hope you're well and safe!

It's in the has any of option.

Did that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

GTigs

https://community.smartsheet.com/discussion/comment/310401#Comment_310401

I was just about to reply to myself saying I figured it out! Thank you for the very quick reply!

Cheers,

Geoff

Andrée Starå

@GTigs

Excellent!

You're more than welcome!